RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Andrew Joseph Settecerri
- Designations
- CFPreportedarbortrust.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “Andrew is a member of the investment committee and provides research and analysis of current and prospective investments.”reportedarbortrust.comthe sentence on the bio page
- Professional profile
- arbortrust.com/our-team/andrew-settecerrireportedarbortrust.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Arbor Trust Wealth Advisors, LLC independent RIA currentsince Dec 1, 2021 · Ann Arbor, Mi
- Fidelity Personal And Workplace Advisors formerAug 11, 2020 to Nov 8, 2021 · Ann Arbor, Mi
- Integrated Capital Management independent RIAOct 8, 2019 to Jul 8, 2020 · Bloomfield Hills, Mi
- Fidelity Personal And Workplace Advisors to Arbor Trust Wealth Advisors, LLCleft Nov 8, 2021, registered Dec 1, 2021 (23 days) · Affiliated broker-dealer or bank to independent RIA
- Integrated Capital Management to Fidelity Personal And Workplace Advisorsleft Jul 8, 2020, registered Aug 11, 2020 (34 days) · RIA to affiliated broker-dealer or bank
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address